Institutional shares held 7.43 Million
0 calls
0 puts
Total value of holdings $364M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in CMBS

Top Purchases

Q4 2025
Ae Wealth Management LLC Shares Held: 491K ($24M)
Q4 2025
Ethos Capital Management, Inc. Shares Held: 33.9K ($1.66M)
Q4 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 79.1K ($3.87M)
Q4 2025
Guidance Capital, Inc Shares Held: 7.45K ($364K)
Q4 2025
Rosenberg Matthew Hamilton Shares Held: 24.5K ($1.2M)

Top Sells

Q4 2025
Heck Capital Advisors, LLC Shares Held: 22K ($1.07M)
Q4 2025
Arvest Investments, Inc. Shares Held: 438K ($21.4M)
Q4 2025
Tounjian Advisory Partners, LLC Shares Held: 12.5K ($612K)
Q3 2025
Advisory Alpha, LLC Shares Held: 19.7K ($964K)
Q3 2025
Tortoise Investment Management, LLC Shares Held: 1.67K ($81.6K)

About CMBS

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